Do you know how to setup a primary supplier for an article/set of articles in bulk?
Do you know how to setup a primary supplier for an article/set of articles in bulk?
Who are Primary Suppliers?
Due to their reasonable prices, special offers, and availability of stock, primary suppliers should be given priority over other vendors when placing new orders.
Benefit:
Establishing core suppliers might simplify the reorder process for you. When placing orders, it can save you the time and effort of confirming availability and choosing a reliable provider.
Real Time Scenario:
Assume that you choose your suppliers manually every time you make purchase orders at your store for the goods that are frequently on sale. As a result, simplifying the process by designating the primary suppliers in advance can help.
To know the steps, follow the below-mentioned process:
In this Document we will learn:
Two ways of setting primary supplier for an item
Way of setting primary supplier for set of items in bulk
First way of setting primary supplier for an item- From Item Master
Step 1: Go to Masters >> Item >> Item master.
Step 2: Now click on 'Add item' in case you the Primary supplier needs to be added for any new item or click on 'Edit' if it needs to be updated for the Existing Item.
Suppose, selecting the Primary Supplier for Existing item. So, choosing 'Edit'.
Step 3: In the 'Main Supplier' field, press 'Space Bar' Key to view the list of the suppliers.
Step 4: Select the supplier as per the requirement & Save it.
To update the Suppliers in a Bulk, do the following steps:
Step 1 : Navigate to Tools, then click More. select on Master Migration
Step 2 : Select your Item Update from the master list of those that must be migrated
Step 3 : Select the Load configuration option after choosing Master from the list to see the appropriate Caption name, Column size, Add to sheet and Data type.
Step 4 : Enable the field which need to be added in sheet. You can specify certain fields as mandatory also. After selecting the fields, Click on Save Config and Download the CSV. The excel sheet will get downloaded (Kindly take note of the column size, Data type and Column value before filling up the sheet and make sure the values filled up in the sheet satisfy the conditions)
Step 5 : Fill out the provided template with the information of Item Code, Item name, EAN code, Alias, Manufacturer No. as per the details.
Step 6 : After filling up the sheet, Click on Upload Sheet and select the master then browse the file and click on Upload file. Once uploaded will get message as successfully uploaded.
Note :- This is how we can update Item details through Item update Migration.
FAQ's
1) While uploading the sheet, getting the below message
Solution : You will get this message if the column value does not satisfy column conditions. In the same master migration menu, click on upload status menu, select the same master from the dropdown and click on load button. The invalid records will be loaded along with the reason. You can correct the invalid record in the same menu and click on save master button. The data will get saved successfully
2) While updating the sheet, getting the message as "FAILED"
Solution : Checked for the mentioned special characters " ' \ , & : ! , & @ $ % in the sheet . Remove the same and then you can upload the sheet again.
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